Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 48 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 47 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.03% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 35 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 34 | 7 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Bragg Financial Advisors, Inc | 22 | 19 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 36 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
TWO SIGMA INVESTMENTS, LP | 34 | 5 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 39 |
Kingfisher Capital LLC | 17 | 2 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 38 |
TWO SIGMA ADVISERS, LP | 34 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Muzinich & Co., Inc. | 36 | 36 | 0.31% | 1.53% | 23.29% | Q4 2014 | Q3 2023 | 36 |
OPTIMUM INVESTMENT ADVISORS | 30 | 5 | 0.00% | 0.14% | 0.24% | Q1 2014 | Q4 2023 | 35 |
Bison Wealth, LLC | 35 | 35 | 0.04% | 0.15% | 0.39% | Q1 2015 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 35 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2021 | 35 |
CITIGROUP INC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
ADVISORY RESEARCH INC | 31 | 3 | 0.00% | 0.05% | 0.13% | Q4 2013 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 32 |
BlackRock Inc. | 27 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
PANAGORA ASSET MANAGEMENT INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 30 |
NOVARE CAPITAL MANAGEMENT LLC | 26 | 1 | 0.11% | 0.55% | 1.25% | Q4 2013 | Q3 2023 | 29 |
JPMORGAN CHASE & CO | 23 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
VAN ECK ASSOCIATES CORP | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 26 |
West Family Investments, Inc. | 25 | 25 | 0.04% | 1.38% | 2.49% | Q4 2014 | Q4 2020 | 25 |
D. E. Shaw & Co., Inc. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 25 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 24 |
REGIONS FINANCIAL CORP | 18 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 24 |
MACKENZIE FINANCIAL CORP | 14 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 24 |
StepStone Group LP | 24 | 24 | 0.88% | 3.38% | 9.31% | Q2 2013 | Q1 2019 | 24 |
Legal & General Group Plc | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 18 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
Prospera Financial Services Inc | 22 | 1 | 0.01% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 23 |
EAGLE GLOBAL ADVISORS LLC | 18 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q2 2023 | 22 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 20 | 20 | 0.19% | 0.45% | 0.66% | Q2 2013 | Q1 2018 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
GUGGENHEIM CAPITAL LLC | 16 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 19 |
Virtus ETF Advisers LLC | 18 | 18 | 0.11% | 0.31% | 0.86% | Q2 2019 | Q3 2023 | 18 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Yorktown Management & Research Co Inc | 18 | 18 | 0.96% | 1.38% | 1.83% | Q2 2013 | Q3 2017 | 18 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 18 |
Summit Trail Advisors, LLC | 15 | 3 | 0.02% | 0.07% | 0.32% | Q1 2019 | Q3 2023 | 18 |
First Allied Advisory Services, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2020 | 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 17 |
MCKINLEY CAPITAL MANAGEMENT LLC | 17 | 17 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q1 2020 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2021 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CAMG Solamere Management, LLC | 9 | 7 | 0.06% | 0.13% | 0.24% | Q4 2016 | Q3 2021 | 16 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
ARES MANAGEMENT LLC | 11 | 5 | 0.03% | 0.20% | 0.50% | Q2 2016 | Q4 2021 | 16 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 13 | 3 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q1 2019 | 16 |
Enterprise Bank & Trust Co | 15 | 15 | 0.26% | 0.48% | 1.08% | Q1 2020 | Q3 2023 | 15 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Invesco Ltd. | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 14 |
BlackRock Group LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 13 |
MAGNOLIA CAPITAL ADVISORS LLC | 8 | 5 | 0.11% | 0.21% | 0.30% | Q4 2019 | Q1 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.12% | 0.16% | 0.26% | Q3 2020 | Q3 2023 | 13 |
KENNEDY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.14% | 0.24% | Q3 2017 | Q3 2020 | 13 |
Wealthspire Advisors, L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.08% | 0.14% | 0.25% | Q2 2013 | Q2 2016 | 13 |
Janney Montgomery Scott LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 13 |
HOWE & RUSLING INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 12 |
Barnett & Company, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
HighTower Advisors, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 12 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Quadrature Capital Ltd | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 11 |
Advisory Services Network, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2021 | 11 |
SALZHAUER MICHAEL | 11 | 11 | 0.10% | 0.14% | 0.17% | Q4 2016 | Q2 2019 | 11 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2021 | 10 |
Capital Advisory Group Advisory Services, LLC | 10 | 10 | 0.04% | 0.50% | 0.70% | Q2 2021 | Q3 2023 | 10 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Sterling Investment Advisors, Ltd. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Cutler Group LLC / CA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.10% | 0.19% | 0.46% | Q2 2016 | Q3 2018 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.10% | 0.22% | Q1 2015 | Q3 2019 | 10 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Geneos Wealth Management Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 9 |
Activest Wealth Management | 6 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 9 |
Baird Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 9 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 8 |
Summit Global Investments | 5 | 3 | 0.05% | 0.08% | 0.09% | Q3 2017 | Q4 2019 | 8 |
Quad-Cities Investment Group, LLC | 8 | 8 | 0.09% | 0.13% | 0.14% | Q2 2018 | Q1 2020 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.16% | 0.24% | 0.31% | Q4 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
COMMONWEALTH EQUITY SERVICES, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Crescent Grove Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q1 2019 | 8 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
STATE STREET CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Mosaic Family Wealth, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q3 2017 | 8 |
Wambolt & Associates, LLC | 8 | 8 | 0.08% | 0.17% | 0.24% | Q4 2018 | Q3 2020 | 8 |
LAZARD ASSET MANAGEMENT LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 8 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 8 |
Belpointe Asset Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Larson Financial Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
WESPAC Advisors, LLC | 7 | 7 | 0.65% | 0.71% | 0.83% | Q2 2018 | Q4 2019 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Opus Capital Group, LLC | 5 | 2 | 0.03% | 0.29% | 0.74% | Q3 2015 | Q4 2017 | 7 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 7 |
NORTHERN TRUST CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 6 |
MAI Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 6 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 6 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 6 |
FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 6 |
Spot Trading L.L.C | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2016 | 6 |
Legacy Capital Wealth Partners, LLC | 5 | 1 | 0.34% | 0.45% | 0.57% | Q1 2022 | Q3 2023 | 6 |
First Personal Financial Services | 5 | 1 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2022 | 6 |
PineBridge Investments, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Cambridge Investment Research Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PFG Advisors | 6 | 6 | 0.07% | 0.18% | 0.25% | Q2 2022 | Q3 2023 | 6 |
NATIXIS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2014 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
HYMAN CHARLES D | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Baystate Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2014 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
ALLIANCEBERNSTEIN L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
MEEDER ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
STIFEL FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 5 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
FNY Investment Advisers, LLC | 4 | 4 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2021 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
RMB Capital Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 4 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
BlackRock Fund Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 1.00% | 1.04% | 1.08% | Q4 2022 | Q3 2023 | 4 |
VANGUARD GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2018 | 4 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 4 |
BlackRock Institutional Trust Company, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.35% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Municipal Employees' Retirement System of Michigan | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2015 | 4 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
MACQUARIE GROUP LTD | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ativo Capital Management LLC | 4 | 4 | 0.21% | 0.26% | 0.28% | Q1 2017 | Q4 2017 | 4 |
BLACKROCK ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
NISA INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
WT Wealth Management | 4 | 4 | 0.56% | 0.58% | 0.63% | Q4 2022 | Q3 2023 | 4 |
ExodusPoint Capital Management, LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Peterson Wealth Services | 2 | 1 | 0.23% | 0.40% | 0.55% | Q4 2021 | Q1 2023 | 4 |
BlackRock Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 4 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
RHUMBLINE ADVISERS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2015 | 3 |
tru Independence LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 3 |
1776 Wealth LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
RUSSELL FRANK CO/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Radcliffe Capital Management, L.P. | 3 | 3 | 0.10% | 0.15% | 0.18% | Q1 2020 | Q3 2020 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Clearstead Trust, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q2 2017 | 3 |
Andesa Financial Management Inc. | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2018 | Q2 2019 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 3 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q2 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2014 | 2 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.12% | 0.15% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q1 2020 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ark Global Emerging Companies, LP | 1 | 1 | 5.44% | 5.44% | 5.44% | Q1 2021 | Q1 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Atom Investors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JMG Financial Group, Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DEERE & CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
IFP Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Farmers National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ProShare Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2016 | Q4 2016 | 1 |
LMR Partners LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own FIDUS INVT CORP or have owned FIDUS INVT CORP in the past.